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1,052 hedge funds and large institutions have $23.1B invested in Aflac in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 323 increasing their positions, 413 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 83

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

3% more funds holding

Funds holding: 1,0251,052 (+27)

2% more call options, than puts

Call options by funds: $275M | Put options by funds: $269M

0.35% more ownership

Funds ownership: 67.3%67.66% (+0.35%)

5% less capital invested

Capital invested by funds: $24.2B → $23.1B (-$1.13B)

22% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 413

Holders
1,052
Holders Change
+27
Holders Change %
+2.63%
% of All Funds
23.44%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.56%
New
120
Increased
323
Reduced
413
Closed
83
Calls
$275M
Puts
$269M
Net Calls
+$6.23M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EOJOAM
501
E. Ohman J:or Asset Management
Sweden
$1.05M -$560K -12,600 -35%
WWM
502
Willingdon Wealth Management
North Carolina
$1.05M -$97.8K -2,200 -9%
ZIC
503
ZWJ Investment Counsel
Georgia
$1.05M +$401K +9,009 +64%
KC
504
Knuff & Co
California
$1.03M +$1.01M +22,700 New
HCMT
505
Highland Capital Management (Tennessee)
Tennessee
$1.03M -$15.6K -350 -2%
CI
506
Cigna Investments
Connecticut
$1.03M +$1.07K +24 +0.1%
GT
507
Glenview Trust
Kentucky
$1.02M +$44.5K +1,000 +5%
TC
508
Telemus Capital
Michigan
$1.02M -$122K -2,734 -11%
PI
509
PEAK6 Investments
Illinois
$1.02M +$993K +22,339 New
CFA
510
Carroll Financial Associates
North Carolina
$1.02M -$10K -225 -1%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$1.02M +$22.3K +502 +2%
HTC
512
Haverford Trust Company
Pennsylvania
$1M +$23.7K +534 +2%
ZCA
513
Zeke Capital Advisors
Pennsylvania
$998K -$355K -7,984 -27%
WT
514
Whittier Trust
California
$995K -$52.5K -1,180 -5%
AC
515
Arjuna Capital
North Carolina
$994K -$1.25K -28 -0.1%
UCMOK
516
United Capital Management of KS
Kansas
$993K +$101K +2,273 +12%
Cerity Partners
517
Cerity Partners
New York
$990K +$14.5K +327 +2%
Capital Fund Management (CFM)
518
Capital Fund Management (CFM)
France
$967K -$4.83M -108,664 -84%
BHWM
519
Bar Harbor Wealth Management
New Hampshire
$965K -$34.2K -770 -4%
Macquarie Group
520
Macquarie Group
Australia
$958K -$44.5K -1,000 -5%
DSC
521
Duncker Streett & Co
Missouri
$949K
MWM
522
Modera Wealth Management
New Jersey
$943K
OAM
523
Oppenheimer Asset Management
New York
$942K +$135K +3,027 +17%
GFA
524
Gifford Fong Associates
California
$939K
ONB
525
Old National Bancorp
Indiana
$938K

AFL Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2018, worth a combined $23.1B — down 4.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AFL positions and 83 closed out — a net gain of 37 holders — while 323 added to existing stakes and 413 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $81M. The largest seller was Invesco, cutting an estimated $126M.

  • 1,052 institutional investors held Aflac (AFL) as of Q4 2018, up from 1,025 in Q3 2018.
  • Funds reported $23.1B of Aflac stock for Q4 2018, down 4.7% quarter-over-quarter.
  • 120 funds opened new Aflac positions in Q4 2018 and 83 closed out, a net change of +37 holders.
  • The largest Aflac buyer in Q4 2018 was Balyasny Asset Management, an estimated $81M added.
  • The largest Aflac seller in Q4 2018 was Invesco, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2018.